Mandarin-Speaking Case Manager – Life Insurance (Remote)

National Life Insurance Company Limited; Addison, Montpelier (TX, VT); Hybrid; USD 25,000 - 37,000; Full time

Job summary

National Life Group in Addison, TX is seeking a bilingual Case Manager (Mandarin) to deliver a superior customer experience by processing life insurance applications with speed, accuracy, and care. You will assess medical, nonmedical, and financial risk factors and determine appropriate ratings while guiding the agent through the lifecycle of each application.

You will communicate with agents via phone, email, and CRM, process applications in workflow systems, and collaborate with a team.

Qualifications

• 2+ years of customer-facing experience in life insurance/annuities.
• Mandarin bilingual proficiency.
• Background check may include fingerprinting.

Responsibilities

• Assess medical, nonmedical and financial risk factors for life applications.
• Process applications in workflow management systems.
• Collaborate with agents via phone, email, and CRM.
• Serve as primary liaison with producers/agency throughout the lifecycle of each application.

Skills

Customer service experience

Bilingual Mandarin

Communication skills

CRM usage

Education

Bachelor's degree preferred

Tools

CRM software

Workflow systems

Job description

National Life Group in Addison, TX is seeking a bilingual Case Manager (Mandarin) to deliver a superior customer experience by processing life insurance applications with speed, accuracy, and care. You will assess medical, nonmedical, and financial risk factors and determine appropriate ratings while guiding the agent through the lifecycle of each application.

You will communicate with agents via phone, email, and CRM, process applications in workflow systems, and collaborate with a team.